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A customer is a Party who has authorized your Agents to act for them. The customer resource is that relationship seen from your side: who connected, which of your agents they authorized, and what each agent may do. This relationship is Natural Connect. Start one by inviting a customer. A customer’s id is their party ID (pty_*).

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Invitations

Every customer relationship starts as an invitation. It names one or more agents, the permissions you’re asking for, and optionally a per-transaction limit; the customer sees exactly what you asked for, and nothing moves until they accept. Pending invitations can be revoked, and accepted ones appear in your customer list.

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Acting for a customer

Each agent-customer pair carries its own permissions and limits. Depending on the grant, an agent can send and request payments on the customer’s behalf, and with external_accounts.create it can link the customer’s bank account.

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Revoking the relationship

Either side can revoke at any time, you through the API or dashboard and the customer from theirs. New activity stops immediately.